Call a new lead, then email and text if they miss it
Point your web form or CRM at this workflow's webhook URL. Carly calls each new lead from your business number right away, using your organization's call script. A lead who arrives outside your calling hours is called when they next open. If they don't talk to Carly, Carly emails them your booking link and texts them at the same time, then calls once more five minutes later. Carly stops as soon as the lead replies or a teammate takes over. Needs your organization's phone number and voice agent.
Gmail 
Outlook The workflow at a glance
Action Tool How this workflow works, step by step
- 1 Trigger Webhook received
Any system that can POST to a URL kicks this off — webhook received. Carly accepts the payload and starts the workflow.
- 2 LLM Read lead
An LLM step does the thinking: read lead. Carly picks the right model for the job and you can swap models per step if you need to.
- 3 Filter Has phone
Carly drops anything that doesn't match: has phone. The flow only continues for relevant items.
- 4 Action Capture the lead
Carly takes action: capture the lead. This is the visible outcome of the workflow.
- 5 Action Claim the lead
Carly takes action: claim the lead. This is the visible outcome of the workflow.
- 6 Filter Nobody has it
Carly drops anything that doesn't match: nobody has it. The flow only continues for relevant items.
- 7 Tool Call lead
Carly pulls live data from the connected tool — "Call lead." Whatever's needed for the next step is fetched fresh, not cached.
- 8 Branch Outside calling hours
The flow splits on "Outside calling hours." Different inputs follow different paths through the rest of the workflow.
- 9 Wait Wait
Carly pauses here. Wait. The workflow resumes the moment the wait condition is met — a reply, a timer, an external signal.
- 10 Branch Missed the call
The flow splits on "Missed the call." Different inputs follow different paths through the rest of the workflow.
- 11 Branch Has email
The flow splits on "Has email." Different inputs follow different paths through the rest of the workflow.
- 12 Action Send email
Finally Carly takes action in Gmail or Outlook: send email. This is the thing that actually moves the world.
- 13 Action Text the lead
Carly takes action: text the lead. This is the visible outcome of the workflow.
- 14 Wait Wait
Carly pauses here. Wait. The workflow resumes the moment the wait condition is met — a reply, a timer, an external signal.
- 15 Branch Emailed them
The flow splits on "Emailed them." Different inputs follow different paths through the rest of the workflow.
- 16 Tool Search email
Carly pulls live data from Gmail or Outlook — "Search email." Whatever's needed for the next step is fetched fresh, not cached.
- 17 Branch Replied by email
The flow splits on "Replied by email." Different inputs follow different paths through the rest of the workflow.
- 18 Tool Call lead
Carly pulls live data from the connected tool — "Call lead." Whatever's needed for the next step is fetched fresh, not cached.
When to use this template
- You want this work to happen consistently without anyone remembering to do it.
- You're already using Gmail and Outlook, and the manual version of this is eating real minutes a week.
- You want a visible canvas you can audit and edit — not a black-box agent doing things you can't see.
When not to use it
- This task only happens once or twice a month — the setup cost won't pay back.
- The decision in the middle of the flow needs human judgment every single time, not just on edge cases.
- Your stack doesn't include any of the apps above and you don't want to wire a generic HTTP step.
Build it in 10 minutes — copy this prompt
Paste this in an email to and Carly will build the workflow for you.
Hey Carly — set up the "Call a new lead, then email and text if they miss it" template for me and turn it on once it's working. If you need any details from me (like which sender, folder, or channel), just ask. Thanks!
Apps you'll connect
Carly authenticates these for you over OAuth when she sets up the workflow.
Gmail Outlook Questions teams ask before building this
How long does this workflow take to set up?
Most teams have "Call a new lead, then email and text if they miss it" running in under 10 minutes. Copy the prompt on this page into an email to carly@usecarly.com and Carly wires the workflow together for you, including authenticating Gmail.
Can I edit this template after Carly builds it?
Yes. Every workflow lives on the Carly canvas where you can rename steps, change conditions, swap LLM models, add filters, and re-route branches. Templates are starting points, not locked recipes.
What if I use a different tool than the ones in this template?
Carly connects to thousands of apps, and a generic HTTP node covers anything without a ready-made connector. Tell Carly your stack when you send the prompt and she'll pick the right connectors.
Does this run automatically once it's built?
Yes. The trigger at the start of the workflow fires automatically — on a schedule, on an inbound email, on a webhook, on a calendar event, whatever this template specifies. Carly handles the listening; you only step in when a step is gated on you.
Does this workflow cost anything to run?
Running the workflow itself — triggers, tool calls, branches, filters, waits — is free with no per-task fees. You only pay for the AI steps in this template (the LLM nodes that classify, write, or decide). Everything around them runs at no cost.
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